Jeffrey Harvey, CPFA, CEPA, CPWA®
Jeff Harvey is a Managing Director and Private Advisor at Harvey Seese Wealth Advisory at Rockefeller Capital Management. His team provides comprehensive private wealth management services to a limited number of ultra-high-net-worth and high-net-worth individuals, families and corporations. Among his areas of expertise are advising corporate executives, middle-market business owners and multi-generational wealth planning. As the team’s founding partner, Jeff also leads the strategic direction of the practice.
Jeff began his career in 1993 at Merrill Lynch, where he was a wealth management advisor until he and his team joined Rockefeller Capital Management in 2020. He earned his bachelor’s degree from the University of Delaware. Always seeking to improve, he has earned additional certifications as a Certified Private Wealth Advisor (CPWA®), a Certified Plan Fiduciary Advisor (CPFA) and a Certified Exit Planning Advisor (CEPA).
Having served on a number of boards and investment committees over the years, Jeff currently is Chairman of the board of Philly House for the homeless in Philadelphia.
Jeff was named one of Forbes’ Best in State Wealth Advisors in 2018, 2019, 2020 and again in 2023.
A man of faith, Jeff in his free time enjoys leading Bible studies and playing paddle tennis and golf. Also an avid runner, Jeff is an annual participant in the Blue Cross Broad Street Run. He lives in Newtown Square, Pa., with his wife Breanna and their daughter Hunter. Jeff also has three grown children; two college graduates and one still in college.
Named to Forbes Best-In-State Top Wealth Management Teams list for 2024.
The Forbes rankings discussed above were designated in 2018, 2019, 2020, 2023 and 2024 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.